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BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 401k Plan overview

Plan NameBARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES
Plan identification number 003

BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BARRY-WEHMILLER COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BARRY-WEHMILLER COMPANIES, INC.
Employer identification number (EIN):430172560
NAIC Classification:333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01LORAINE LAYTON
0032016-01-01LORAINE LAYTON
0032015-01-01LORAINE LAYTON
0032014-01-01LORAINE LAYTON
0032013-01-01LORAINE LAYTON
0032012-01-01LORAINE LAYTON
0032011-01-01LORAINE LAYTON ED STROUTH2012-10-01
0032009-01-01LORAINE LAYTON ED STROUTH2010-10-18

Plan Statistics for BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

401k plan membership statisitcs for BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2022: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01377
Total number of active participants reported on line 7a of the Form 55002022-01-01299
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01371
Number of participants with account balances2022-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01345
Total number of active participants reported on line 7a of the Form 55002021-01-01311
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01377
Number of participants with account balances2021-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01377
Total number of active participants reported on line 7a of the Form 55002020-01-01281
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01345
Number of participants with account balances2020-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01396
Total number of active participants reported on line 7a of the Form 55002019-01-01310
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01377
Number of participants with account balances2019-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01411
Total number of active participants reported on line 7a of the Form 55002018-01-01333
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01396
Number of participants with account balances2018-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01426
Total number of active participants reported on line 7a of the Form 55002017-01-01340
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01409
Number of participants with account balances2017-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01450
Total number of active participants reported on line 7a of the Form 55002016-01-01365
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01426
Number of participants with account balances2016-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01473
Total number of active participants reported on line 7a of the Form 55002015-01-01389
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01450
Number of participants with account balances2015-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01510
Total number of active participants reported on line 7a of the Form 55002014-01-01426
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01473
Number of participants with account balances2014-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01544
Total number of active participants reported on line 7a of the Form 55002013-01-01464
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01510
Number of participants with account balances2013-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01578
Total number of active participants reported on line 7a of the Form 55002012-01-01503
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01544
Number of participants with account balances2012-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01468
Total number of active participants reported on line 7a of the Form 55002011-01-01530
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01578
Number of participants with account balances2011-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01449
Total number of active participants reported on line 7a of the Form 55002009-01-01394
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01431
Number of participants with account balances2009-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2022 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2022 401k financial data
Total transfer of assets to this plan2022-12-31$257,028
Total income from all sources (including contributions)2022-12-31$-4,175,006
Total of all expenses incurred2022-12-31$5,482,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,445,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,990,951
Value of total assets at end of year2022-12-31$37,019,689
Value of total assets at beginning of year2022-12-31$46,419,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,655
Total interest from all sources2022-12-31$25,182
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$778,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$778,485
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,105,617
Participant contributions at end of year2022-12-31$518,376
Participant contributions at beginning of year2022-12-31$526,446
Participant contributions at end of year2022-12-31$156,109
Participant contributions at beginning of year2022-12-31$63,846
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,336,230
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,404,502
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$147,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$782
Other income not declared elsewhere2022-12-31$-2,606
Administrative expenses (other) incurred2022-12-31$28,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,657,290
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,019,689
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,419,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,120,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,304,150
Interest on participant loans2022-12-31$25,172
Interest earned on other investments2022-12-31$10
Value of interest in common/collective trusts at end of year2022-12-31$5,821,113
Value of interest in common/collective trusts at beginning of year2022-12-31$4,072,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,674,743
Net investment gain or loss from common/collective trusts2022-12-31$-1,292,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$737,752
Employer contributions (assets) at end of year2022-12-31$60,005
Employer contributions (assets) at beginning of year2022-12-31$38,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,445,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2022-12-31430831507
2021 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,844,486
Total of all expenses incurred2021-12-31$4,540,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,507,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,658,411
Value of total assets at end of year2021-12-31$46,419,951
Value of total assets at beginning of year2021-12-31$42,116,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,420
Total interest from all sources2021-12-31$26,424
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,381,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,381,116
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,318,098
Participant contributions at end of year2021-12-31$526,446
Participant contributions at beginning of year2021-12-31$499,057
Participant contributions at end of year2021-12-31$63,846
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,404,502
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,410,198
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$194,926
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$13,791
Administrative expenses (other) incurred2021-12-31$25,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,303,847
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,419,951
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,116,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,304,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$35,196,788
Interest on participant loans2021-12-31$26,424
Value of interest in common/collective trusts at end of year2021-12-31$4,072,502
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,665,635
Net investment gain or loss from common/collective trusts2021-12-31$99,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,145,387
Employer contributions (assets) at end of year2021-12-31$38,403
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,507,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,070,960
Total of all expenses incurred2020-12-31$6,457,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,422,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,182,181
Value of total assets at end of year2020-12-31$42,116,104
Value of total assets at beginning of year2020-12-31$41,502,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,491
Total interest from all sources2020-12-31$180,810
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$646,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$646,591
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,904,853
Participant contributions at end of year2020-12-31$499,057
Participant contributions at beginning of year2020-12-31$547,532
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,410,198
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,726,630
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,776
Other income not declared elsewhere2020-12-31$20,360
Administrative expenses (other) incurred2020-12-31$27,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$613,305
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,116,104
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,502,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$35,196,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,218,639
Interest on participant loans2020-12-31$30,646
Interest earned on other investments2020-12-31$150,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,041,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$246,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,422,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2020-12-31430831507
2019 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,645,964
Total of all expenses incurred2019-12-31$3,740,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,700,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,810,539
Value of total assets at end of year2019-12-31$41,502,799
Value of total assets at beginning of year2019-12-31$35,597,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,082
Total interest from all sources2019-12-31$200,649
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$946,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$946,237
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,036,687
Participant contributions at end of year2019-12-31$547,532
Participant contributions at beginning of year2019-12-31$513,612
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,726,630
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,072,535
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,616
Other income not declared elsewhere2019-12-31$12,598
Administrative expenses (other) incurred2019-12-31$32,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,905,024
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,502,799
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,597,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,218,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,002,334
Interest on participant loans2019-12-31$28,785
Interest earned on other investments2019-12-31$171,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,675,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$714,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,700,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2019-12-31430831507
2018 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,610,500
Total of all expenses incurred2018-12-31$2,445,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,393,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,205,694
Value of total assets at end of year2018-12-31$35,597,775
Value of total assets at beginning of year2018-12-31$36,433,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,122
Total interest from all sources2018-12-31$22,281
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$724,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$724,294
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,353,553
Participant contributions at end of year2018-12-31$513,612
Participant contributions at beginning of year2018-12-31$373,396
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,072,535
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,482,607
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,876
Other income not declared elsewhere2018-12-31$150,778
Administrative expenses (other) incurred2018-12-31$41,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-835,481
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,597,775
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,433,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,002,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,568,454
Interest on participant loans2018-12-31$22,276
Interest earned on other investments2018-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,492,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$843,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,393,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2018-12-31430831507
2017 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2017 401k financial data
Total transfer of assets to this plan2017-12-31$4
Total income from all sources (including contributions)2017-12-31$8,078,098
Total of all expenses incurred2017-12-31$3,082,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,002,706
Expenses. Certain deemed distributions of participant loans2017-12-31$2,856
Value of total corrective distributions2017-12-31$9,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,079,432
Value of total assets at end of year2017-12-31$36,433,256
Value of total assets at beginning of year2017-12-31$31,437,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$67,616
Total interest from all sources2017-12-31$17,581
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$691,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$691,304
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,033,083
Participant contributions at end of year2017-12-31$373,396
Participant contributions at beginning of year2017-12-31$479,943
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,482,607
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,316,608
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$293,818
Other income not declared elsewhere2017-12-31$149,901
Administrative expenses (other) incurred2017-12-31$43,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,995,280
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,433,256
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,437,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$23,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,568,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,624,927
Interest on participant loans2017-12-31$17,579
Interest earned on other investments2017-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,139,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$752,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,002,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2017-12-31430831507
2016 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,618,299
Total of all expenses incurred2016-12-31$2,575,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,552,360
Value of total corrective distributions2016-12-31$2,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,697,580
Value of total assets at end of year2016-12-31$31,437,972
Value of total assets at beginning of year2016-12-31$29,394,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,944
Total interest from all sources2016-12-31$20,315
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$441,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$441,490
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,869,196
Participant contributions at end of year2016-12-31$479,943
Participant contributions at beginning of year2016-12-31$519,244
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,316,608
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,268,273
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$110,634
Other income not declared elsewhere2016-12-31$134,332
Administrative expenses (other) incurred2016-12-31$5,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,043,250
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,437,972
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,394,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$14,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,624,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,599,593
Interest on participant loans2016-12-31$20,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,324,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$717,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,552,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2016-12-31430831507
2015 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,006,599
Total of all expenses incurred2015-12-31$3,760,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,684,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,873,111
Value of total assets at end of year2015-12-31$29,394,722
Value of total assets at beginning of year2015-12-31$30,149,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76,292
Total interest from all sources2015-12-31$22,209
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$326,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$326,343
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,956,202
Participant contributions at end of year2015-12-31$519,244
Participant contributions at beginning of year2015-12-31$549,073
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,268,273
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,437,286
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$141,012
Other income not declared elsewhere2015-12-31$138,927
Administrative expenses (other) incurred2015-12-31$63,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-754,279
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,394,722
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,149,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$12,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,599,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,007,362
Interest on participant loans2015-12-31$22,209
Value of interest in common/collective trusts at beginning of year2015-12-31$3,153,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-193,367
Net investment gain or loss from common/collective trusts2015-12-31$-160,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$775,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,684,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2015-12-31430831507
2014 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k financial data
Total transfer of assets to this plan2014-12-31$143,084
Total transfer of assets from this plan2014-12-31$31,270
Total income from all sources (including contributions)2014-12-31$4,230,459
Total of all expenses incurred2014-12-31$3,937,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,913,498
Expenses. Certain deemed distributions of participant loans2014-12-31$1,719
Value of total corrective distributions2014-12-31$88
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,858,336
Value of total assets at end of year2014-12-31$30,149,001
Value of total assets at beginning of year2014-12-31$29,744,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,615
Total interest from all sources2014-12-31$28,715
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$412,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$412,977
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,837,101
Participant contributions at end of year2014-12-31$549,073
Participant contributions at beginning of year2014-12-31$377,637
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,437,286
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,108,421
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$262,244
Other income not declared elsewhere2014-12-31$140,629
Administrative expenses (other) incurred2014-12-31$2,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$292,539
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,149,001
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,744,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,474
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,007,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,382,077
Interest on participant loans2014-12-31$28,715
Value of interest in common/collective trusts at end of year2014-12-31$3,153,281
Value of interest in common/collective trusts at beginning of year2014-12-31$2,874,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$418,100
Net investment gain or loss from common/collective trusts2014-12-31$371,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$758,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,913,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2014-12-31430831507
2013 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k financial data
Total transfer of assets to this plan2013-12-31$86,029
Total transfer of assets from this plan2013-12-31$7,856
Total income from all sources (including contributions)2013-12-31$7,110,137
Total of all expenses incurred2013-12-31$2,616,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,544,836
Expenses. Certain deemed distributions of participant loans2013-12-31$47,182
Value of total corrective distributions2013-12-31$7,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,850,451
Value of total assets at end of year2013-12-31$29,744,648
Value of total assets at beginning of year2013-12-31$25,172,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,405
Total interest from all sources2013-12-31$15,888
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$406,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$406,013
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,834,021
Participant contributions at end of year2013-12-31$377,637
Participant contributions at beginning of year2013-12-31$416,585
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,108,421
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$6,004,569
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$267,543
Other income not declared elsewhere2013-12-31$168,005
Administrative expenses (other) incurred2013-12-31$16,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,493,913
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,744,648
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,172,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,382,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,232,914
Interest on participant loans2013-12-31$15,888
Value of interest in common/collective trusts at end of year2013-12-31$2,874,694
Value of interest in common/collective trusts at beginning of year2013-12-31$1,517,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,015,643
Net investment gain or loss from common/collective trusts2013-12-31$654,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$748,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,544,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2013-12-31430831507
2012 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2012 401k financial data
Total transfer of assets to this plan2012-12-31$47,707
Total income from all sources (including contributions)2012-12-31$5,415,956
Total of all expenses incurred2012-12-31$1,318,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,301,178
Expenses. Certain deemed distributions of participant loans2012-12-31$7
Value of total corrective distributions2012-12-31$4,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,993,518
Value of total assets at end of year2012-12-31$25,172,562
Value of total assets at beginning of year2012-12-31$21,027,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,296
Total interest from all sources2012-12-31$18,014
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$353,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$353,332
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,074,977
Participant contributions at end of year2012-12-31$416,585
Participant contributions at beginning of year2012-12-31$454,246
Assets. Other investments not covered elsewhere at end of year2012-12-31$6,004,569
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,959,798
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$152,105
Other income not declared elsewhere2012-12-31$173,195
Administrative expenses (other) incurred2012-12-31$2,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,097,328
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,172,562
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,027,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$11,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,232,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,436,261
Interest on participant loans2012-12-31$18,014
Value of interest in common/collective trusts at end of year2012-12-31$1,517,270
Value of interest in common/collective trusts at beginning of year2012-12-31$1,175,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,682,428
Net investment gain or loss from common/collective trusts2012-12-31$195,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$766,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,301,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2012-12-31430831507
2011 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2011 401k financial data
Total transfer of assets to this plan2011-12-31$3,170,044
Total transfer of assets from this plan2011-12-31$104,833
Total income from all sources (including contributions)2011-12-31$2,794,607
Total of all expenses incurred2011-12-31$1,003,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$987,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,015,833
Value of total assets at end of year2011-12-31$21,027,527
Value of total assets at beginning of year2011-12-31$16,171,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,628
Total interest from all sources2011-12-31$21,634
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$245,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$245,622
Administrative expenses professional fees incurred2011-12-31$2,040
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,116,090
Participant contributions at end of year2011-12-31$454,246
Participant contributions at beginning of year2011-12-31$347,281
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,959,798
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,221,784
Other income not declared elsewhere2011-12-31$149,581
Administrative expenses (other) incurred2011-12-31$4,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,790,643
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,027,527
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,171,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,436,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,716,520
Interest on participant loans2011-12-31$21,634
Value of interest in common/collective trusts at end of year2011-12-31$1,175,725
Value of interest in common/collective trusts at beginning of year2011-12-31$882,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-655,529
Net investment gain or loss from common/collective trusts2011-12-31$17,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$899,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$987,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ANDERS MINKLER & DIEHL LLP
Accountancy firm EIN2011-12-31430831507
2010 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2010 401k financial data
Total transfer of assets to this plan2010-12-31$626,402
Total transfer of assets from this plan2010-12-31$92,098
Total income from all sources (including contributions)2010-12-31$4,061,446
Total of all expenses incurred2010-12-31$302,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$288,382
Expenses. Certain deemed distributions of participant loans2010-12-31$1,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,374,211
Value of total assets at end of year2010-12-31$16,171,673
Value of total assets at beginning of year2010-12-31$11,878,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,738
Total interest from all sources2010-12-31$19,342
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$214,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$214,928
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,619,165
Participant contributions at end of year2010-12-31$347,281
Participant contributions at beginning of year2010-12-31$288,881
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,221,784
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,000
Other income not declared elsewhere2010-12-31$111,435
Administrative expenses (other) incurred2010-12-31$3,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,759,216
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,171,673
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,878,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,716,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,581,305
Interest on participant loans2010-12-31$19,342
Value of interest in common/collective trusts at end of year2010-12-31$882,611
Value of interest in common/collective trusts at beginning of year2010-12-31$644,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,359,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,230,109
Net investment gain or loss from common/collective trusts2010-12-31$111,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$750,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$288,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ANDERS MINKLER & DIEHL LLP
Accountancy firm EIN2010-12-31430831507
2009 : BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

2022: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered364
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered361
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered345
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered375
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered396
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered408
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered429
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered444
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered469
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered509
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered526
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62384
Policy instance 1
Insurance contract or identification numberJK62384
Number of Individuals Covered468
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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